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Two Instances, One Platform: Netrix Global's ServiceNow TPSM Consolidation

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Managed Service Provider
/ introduction

Two Platforms. One Future-Ready Foundation.

Netrix Global is one of the largest privately held managed service providers in the United States, backed by private equity firm OceanSound Partners and grown through an active acquisition strategy. It delivers cybersecurity, cloud, digital, and managed IT services to organizations across the public and private sectors. Following its acquisition of Ricoh USA's managed IT services business, Netrix inherited a second ServiceNow environment with divergent processes, data structures, and integrations. Operating two separate instances created inefficiency, technical debt, and inconsistent customer experiences, a problem that only compounded with each new acquisition.

Partnering with Konversational, Netrix set out to consolidate both environments onto a single ServiceNow TPSM platform. In Phase 1, Konversational migrated Ricoh ITS configurations, data, and integrations into the Netrix instance, unified core processes and data models under a domain-separated architecture, and deployed key TPSM capabilities including Case, Entitlements, Order Management, and Service Bridge. The result is a unified, production-ready platform that standardizes customer delivery and lays the foundation for GenAI and Agentic AI enhancements in Phase 2.

Project at a glance

  • Consolidation of two separate ServiceNow instances, Ricoh ITS and Netrix, into one unified TPSM platform
  • Migration of Ricoh configurations, data, and integrations (ERP, CRM, monitoring, and field service) into the Netrix instance
  • Domain-separated architecture supporting both internal teams and external customers
  • Deployment of key TPSM capabilities: Case, Entitlements, Order Management, and Service Bridge
  • 100% of customer-facing workflows unified at go-live with zero major service disruption during cutover
  • Foundation established for Phase 2 GenAI, advanced automation, and CSDM maturity
100%
Customer-facing workflows unified at go-live
Zero
Major service disruptions during cutover
25%
Reduction in operational cost per ticket
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Two Platforms, One Fragmented Experience

Netrix Global's acquisition of Ricoh USA's managed IT services business, one of a series of moves under its private-equity-backed growth strategy, left the company operating two separate ServiceNow environments. Each instance carried its own processes, data structures, and integrations, creating operational silos, technical debt, and an inconsistent experience across the combined customer base.

Running divergent platforms in parallel meant duplicated effort, higher cost to serve, and slower, less predictable service delivery. Delaying unification would only compound the problem, requiring costly rework and prolonging the operational silos, especially as further acquisitions added more systems to integrate. At the same time, limited internal bandwidth and cost discipline demanded careful scope control, so the consolidation had to be delivered efficiently without sacrificing long-term scalability.

Netrix needed to rapidly bring both environments together into a single, unified platform with consistent processes, integrated systems, and modern TPSM capabilities, creating an operational foundation ready for future strategic enhancements.

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Consolidating onto a Single TPSM Platform

Konversational delivered Phase 1, consolidating the Ricoh ITS and Netrix ServiceNow environments into a single, production-ready platform. Ricoh's configurations, legacy records, and integrations were migrated into the Netrix instance, while core processes and data models were unified under a domain-separated architecture designed to support internal teams and external customers alike.

Key TPSM capabilities were deployed to standardize service delivery, including Case Management, Entitlements and Contracts, Order Management, and Service Bridge. The program delivered CSM with omni-channel case management, a full ITSM suite spanning Incident, Problem, Change, and Request, alongside CMDB and Asset Management, Knowledge Management, Service Catalog, and SLAs. A customer service portal, configurable workspaces, and reporting dashboards gave agents and customers a consistent, modern experience.

Critical Ricoh ITS systems were reconnected to the unified platform, including Sage ERP, Oracle R12 and Sales Cloud, and Kaseya, complemented by SSO, inbound and outbound email, and eBonding via Service Bridge. ITOM Event Management and Discovery were configured to strengthen operational visibility.

Delivered using Konversational's NowCreate framework with agile development sprints and an out-of-the-box, configure-not-customize approach, the program replaced two divergent instances with one clean, scalable foundation ready for Phase 2 enhancements including Generative AI, advanced automation, and CSDM maturity.

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A Unified, Scalable Foundation for Growth

Phase 1 delivered a single, unified ServiceNow TPSM platform, retiring Netrix's dual-instance model and its associated technical debt. 100% of customer-facing workflows were unified at go-live, with zero major service disruption during cutover, giving Netrix immediate operational continuity on a consistent delivery framework.

By consolidating processes, data, and integrations upfront, Netrix reduced rework and long-term integration costs, avoiding the expense of interim dual-process models. Standardized workflows and integrated data flows enabled faster, more accurate service delivery, while a consolidated approach to activities such as customer onboarding reduced effort and cost to serve.

The unified, domain-separated platform gives Netrix a scalable foundation to differentiate its service offerings and grow without adding proportional overhead. With a clean, best-practice architecture now in place, Netrix is positioned for Phase 2 strategic enhancements, including Generative AI for service intelligence and automation, advanced predictive workflows, CSDM maturity, and potential Field Service expansion, strengthening its operational foundation and long-term value.

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